Harbor Advisory Corporation
Harbor Advisory Corporation is an SEC-registered wealth manager in Portsmouth, NH with $480.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Harbor Advisory Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105151, SEC 801-8915, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $480.9M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Portsmouth, NH
- Employees
- 3
- Clients
- 144
- CRD
- 105151
- Ownership
- DEGAN, JOHN, JOSEPH; GORDON, JOAN, CLAIRE; BUTLER, WELD; BUTLER, WELD, ROLLINS; BUTLER,, WELD, ROLLINS, TRUSTEE
How much AUM does Harbor Advisory Corporation have?
Harbor Advisory Corporation reported $480.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Harbor Advisory Corporation?
Disclosed owners and executives of Harbor Advisory Corporation include DEGAN, JOHN, JOSEPH, GORDON, JOAN, CLAIRE, BUTLER, WELD, BUTLER, WELD, ROLLINS, BUTLER,, WELD, ROLLINS, TRUSTEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.